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Account View 2.0 and Mobile App

We are excited to provide you with the ability to get timely and accurate information about your investment account on your schedule and at your fingertips. With the new Account View mobile app and desktop portal, you have secure, convenient, anytime, anywhere online access from any device. 

If you are interested in the new Account view and mobile app email us your request at or call the office.  We will create your profile and send you an activation link, which takes about 24hrs to arrive.   You will receive an email from directing you to complete the profile activation process.

Account View

Account View 2.0 Getting Started Guide - AV-HowtoGuide

Watch Account View 2.0 Video - Click Here

Install the LPL Account View App  

Apple App Store 

Google Play Store

Register for Account View 2.0

Click on the link below to register yourself for the new Account View 2.0. 

Please be sure to use the email and phone number provided to your financial advisor.   If you need to update your contact information please contact the office at 864-879-0337

Self Registration

Are you interested in Account View 2.0 and the Mobile App? 

Thank you!